SAFe Lean Portfolio Management (LPM) Workshop
Monday Dec 6 and Wednesday Dec 8 from 9:00 AM to 5:30 PM
Hyatt House Houston West Energy Corridor in Houston, TX
Support@Grow-Lean.com  or +1.609.975.9294

SAFe Lean Portfolio Management



Date:Monday Dec 6 to Wednesday Dec 8
Time: 9:00 AM to 5:30 PM each day
Trainer: Joss Cardozs
Support: Support@Grow-Lean.com
+1.609.975.9294
Location:
Hyatt House Houston West Energy Corridor
15405 Katy Freeway
Houston, TX 77094
281.646.9990
Click to Register Now

In this course, attendees will gain the practical tools and techniques necessary to implement the Lean Portfolio Management functions of Strategy and Investment Funding, Agile Portfolio Operations and Lean Governance.

Participants in the course will have the opportunity to capture the current and the future state of their portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the future state. Participants will be able to establish portfolio flow with the Portfolio Kanban and prioritize initiatives for maximum economic benefit. The course also provides insights on how to establish Value Stream Budgets and Lean Budget Guardrails and measure the Lean portfolio performance.

Use the tabs above, or a link below, to find out more.

Register

Reserve Your Seat Early

Save your seat now while they are still available. We accept major credit cards and PayPal. Please contact us if you require assistance.

Click here to register for the session

Discounts

Alumni, Early-Bird, Group, and Unemployment Discounts

There are discounts for alumni, those registering early, groups of three or more and the unemployed. For the unemployment discount, a current state unemployment statement is required. With the exception of alumni + early bird, most discounts cannot be combined and there are a limited number per session.

Click here to register for the session
Click to find out about discounts

Refund Policies

Understand What Happens if You Can't Attend

We try to avoid cancellations, and do not cancel late due to low enrollments. If we do, we give you a discount. We expect you to be similarly respectful; so there are fees associated with cancellations to cover a portion of costs we incur, including credit card processing and catering fees.

Agile Trainer: Joss Cardozs

Agile Coach and Trainer
SAFe Program Consultant (SPC4); IC-Agile Certified Agile Coach; Scrum Alliance: PMI: PMP, ACP

Seasoned Agile/DevOps Transformational Coach, Trainer, Venture Capitalist & Angel Investor with over 15 years of experience in Cloud, Mobile, Infrastructure, Software, IoT programs in Health care, Finance, Oil & Gas, Mortgage and Insurance domains. Practice Agile Manifesto & SAFe principles to lead enterprise level transformations to Agile and DevOps culture to build Teal organizations. Recognized for strategic C-suite oriented approach, Multi million $ digital transformations, coaching and mentoring future Integral Agile- Practitioners, Unitive Leaders and Internal Change Agents. Distinguished for releasing predicable coaching MVPs to resolve complex problems and to foster a culture of “Process Thinking” throughout the organization.

Register

Refund Policies

Grow-Lean commits to canceling classes as a last resort and we expect a similar commitment from attendees

There may be situations where you as an attendee, or Grow-Lean as a host, has to cancel. We realize that you made a commitment when you registered so we try to avoid cancellations. If we cancel less than sixteen (16) days prior to the scheduled event start date, due to low enrollment, and you wish to come to another of our events, we provide you a $150 discount.

Please review the information below to familiarize yourself with the policies.

A refund, minus a 5% credit card processing fee, will apply for all refunds irrespective of when a request is made.

An additional $75 charge will apply for a cancellation or class change that Grow-Lean receives seven (7) to fifteen (15) days prior to the scheduled event.

No refunds will be issued for a cancellation or class change that Grow-Lean receives less than seven (7) days prior to the scheduled event start date. However, we will credit the amount paid toward a future event (reducing the cost for the future event) in the next six months. Attending a future event will incur a $150 transfer fee.

To cancel, email us at Support@Grow-Lean.com. After sending the email, call 609. 975.9294 during normal business hours (9:00 AM EST to 5:00 PM EST).

Grow-Lean reserves the right to cancel an event. Class cancellation notice will be provided via email and/or phone call, and a full refund will be issued promptly.

We try to avoid cancellations. In the unlikely event we cancel due to low registration, and if we cancel less than sixteen (16) days prior to the scheduled event start date, we will refund your money or provide you a $150 discount towards a transfer into another one of our upcoming events.

Hyatt House Houston West Energy Corridor

15405 Katy Freeway
Houston, TX 77094
281.646.9990



Directions

Getting to the venue

From George Bush Intercontinental Airport (IAH) - 34 miles

Exit the airport to I-45 South. Proceed to the Sam Houston Tollway West(Beltway 8), then follow it to the South. Exit to I-10 West (Katy Freeway). Continue West and exit at Addicks Road/Highway 6. Turn left at the light at Highway 6 (passing under I-10). Take the first right onto Grisby Road. Follow Grisby Road until you reach the HYATT house Houston/Energy Corridor.

From Houston Hobby Airport (HOU) - 29 miles

Exit airport to I-45 North. Follow I-45 North until Loop 610 and enter going West. Continue on Loop 610 as it turns North. Exit to I-10 West (Katy Freeway). Continue West and exit at Addicks Road/Highway 6. Turn left at the light at Highway 6 (passing under I-10). Take the first right onto Grisby Road. Follow Grisby Road until you reach the HYATT house Houston/Energy Corridor.



Joss Cardozs, Agile Trainer

Agile Coach and Trainer
SAFe Program Consultant (SPC4); IC-Agile Certified Agile Coach; Scrum Alliance: PMI: PMP, ACP

Seasoned Agile/DevOps Transformation Coach, Trainer, Venture Capitalist & Angel Investor with over 15 years of deep experience in applying agile and DevOps principles to move organizations to self-organization and deep consciousness.

Joss has experience in Cloud, Mobile, Infrastructure, Software and IoT. He has worked on programs in HealthCare, Finance, Oil & Gas, Mortgage and Insurance domains. He helps organizations apply agile principles broadly, including ideas from SAFe and DevOps to move an organization up the self-organization, self-awareness ladder, towards Teal. He is recognized for a strategic C-suite oriented approach. He has worked on multi million dollar digital transformations, applying a leveraged model, coaching and mentoring future agile practitioners, and internal change agents to drive “Process Thinking” throughout the organization.

Certifications and Education

In addition to Joss' real world experienced, he has a strong educational background with certifications in a number of areas.
  • Project Management Institute
    PMI ACP- Agile Certified Practioner
    Issuing authorityProject Management Institute
  • Project Management Institute
    PMP- Project Management Professional
    Issuing authorityProject Management Institute
  • Scaled Agile, Inc.
    SA 4.0- SAFe Agilest
    Issuing authority Scaled Agile, Inc.
  • Scaled Agile, Inc.
    SPC 4.5- SAFe Program Consultant
    Issuing authorityScaled Agile, Inc.
  • Disciplined Agile Consortium
    CDA- Certified Disciplined Agilest
    Issuing authority Disciplined Agile Consortium
  • International Business and Quality Management Institute LLC
    CKC- Certified Kanban Coach®
    Issuing authority International Business and Quality Management Institute LLC
  • Scrum Alliance CSM- Certified Scrum Master
    Issuing authorityScrum Alliance
  • DevOps Institute
    DevOps F - DevOps Foundation
    Issuing authorityDevOps Institute
  • ICAgile
    ICP ACC- Certified Agile Coach
    Issuing authorityICAgile
  • ICAgile
    ICP ENT- Certified Enterprise Agile Coach
    Issuing authorityICAgile
  • AXELOS Global Best Practice
    ITIL- IT Service Management
    Issuing authorit yAXELOS Global Best Practice
  • Management and Strategy Institute
    LBBP- Lean Six Sigma Black Belt
    Issuing authorityManagement and Strategy Institute
  • Scrum.org
    SPS- Scaled Professional Scrum (Nexus)
    Issuing authorityScrum.org

SAFe Lean Portfolio Management (LPM)

Take Lean Portfolio Management (LPM) from an authorized Scaled Agile Partner

In this three-day interactive course, attendees will gain the practical tools and techniques necessary to implement the Lean Portfolio Management functions of Strategy and Investment Funding, Agile Portfolio Operations and Lean Governance.

Grow-Lean is a Scaled Agile Partner and our trainers are approved to deliver this session.

Avoid a bad experience, attend a Grow-Lean Lean Portfolio Management (LPM) so you...

  • Won't get canceled on at the last minute except for extreme circumstances like snowstorms. Beware of training companies that cancel late and hold your money.
  • Gain the skills necessary to pass the certification exam. The exam is hard, so get the right training once, not the wrong training twice.
  • Get high quality food and beverage, including light breakfast, lunch, snacks, all day beverages, and vegetarian options.
  • Get a clean, convenient venue, with free parking.
  • Get a Scaled Agile Inc. approved trainer, with significant experience instead of someone reading slides.
  • Get training based on the latest SAFe 4 Framework.
  • Apply principles derived from Lean, systems thinking, agile development, product development flow, and DevOps, in the classroom.
  • Have fun while learning.
  • Gain free access to the certification exam.

Learning Goals

What you will learn

  • Describe Lean Portfolio Management (LPM)
  • Connect the portfolio to enterprise strategy
  • Establish the Portfolio Vision
  • Establish flow with the Portfolio Kanban
  • Measure the LPM performance
  • Coordinate Value Streams
  • Implement Lean Budgeting and Guardrails
  • Build a plan for LPM implementation
  • Support operational excellence with Agile PMO and CoPs

Topics

SAFe Concepts so You Can Lead a Scaled Initiative

  • Introducing Lean Portfolio Management (LPM)
  • Establishing Strategy and Investment Funding
  • Applying Agile Portfolio Operations
  • Applying Lean Governance
  • Implementing the LPM function

What You Get

From workbooks to a great training experience

  • Attendee workbook
  • Course certificate of completion
  • Preparation and eligibility to take the SAFe® LPM certification exam
  • One-year membership to the SAFe Community Platform
  • One certification exam attempt

Who Should Attend

This course is designed for government leaders and influencers who can guide the decision to adopt SAFe within their agency or program.

  • Executives and Leaders (CIOs, CEOs, CFOs, CTOs and VPs)
  • Enterprise Architects
  • Product Managers and Solution Managers
  • Business Unit Managers
  • Program Office Personnel
  • SPCs and Enterprise Agile Coaches
  • Human Resources
  • RTEs
  • Epic Owners

SAFe Certification Kit

What you will receive when you pass the certification exam

  • SAFe Lean Portfolio Manager certificate
  • SAFe 4 Lean Portfolio Manager digital badge to promote your accomplishment online
  • A one-year certified membership as a SAFe 4 Lean Portfolio Manager, which includes access to the LPM Community of Practice
  • A SAFe 4 Lean Portfolio Manager certification usage guide with LPM certification marks
  • Access to a variety of learning resources to support certified professionals during their SAFe journey

Exam Information

Basic facts about the exam

  • No additional charge to take the exam.
  • Must attend the course prior to taking the exam.
  • Exam is taken off site, from any Internet connected location, but is closed book.
  • You will likely require additional study to prior to taking exam.
  • Exam name: SAFe® Lean Portfolio Manager Exam
  • Exam format: Multiple choice
  • Exam delivery: Web-based (single-browser), closed book, no outside assistance, timed
  • Exam access: Candidates can access the exam within the SAFe Community Platform upon completion of the Lean Portfolio Management course
  • Exam duration: Once the exam begins, candidates have 120 minutes (2 hours) to complete the exam
  • Number of questions: 60
  • Passing score: 42 out of 60 (70%)
  • Language: English
  • Exam cost: Your first attempt is included as part of your course registration fee if the exam is taken within 30 days of course completion. Each retake attempt costs $50.
  • Retake policy: Second attempt on exam (first retake) can be done immediately after first attempt. Third attempt requires a 10-day wait. Fourth attempt requires a 30-day wait.

Discounts

Early-Bird, Group, and Unemployment Discounts

There are number of discounts set aside for each session for Grow-Lean Training alumni, those registering early, groups of three or more, for the unemployed, and in a limited number of cases, for those paying on their own.

Act now as there are specific number of discounted seats per each session.

We will respond to your request in 24 hours.

There are a number of rules governing discount codes, please review them.

  • The Alumni Discount can be combined with the Early-Bird Discount. Other discounts are not combinable, only one can be used at a time.
  • If you want to register for two sessions, register for the first and request the Alumni Discount for the second.
  • Each class has a limited number of discounts.
  • You must provide supporting information for Hardship and Self-Pay Discount requests.
  • Grow-Lean reserves the right to audit, and/or deny a discount request.
  • Honesty is expected when requesting a discount so that they can be provided to those most in need.
  • The supply of discounts is limited as we often need to lock in the room setup approximately six or more weeks prior to the training.
  • If you receive a discount code it will remain valid until the time limit or total count threshold is reached, whichever is first.
  • Request discount codes early and use them quickly.

An Early-Bird Discount us available for this session until the expiration date, or until the maximum number of discounts are claimed, whichever comes first, so register now.

Click here to register with an Early-Bird Discount. Make sure to select registrant type of "Early-Bird".

We appreciate our alumni and often provide discount for prior attendees of Grow-Lean Training. If you are not an alumni but are signing up for two sessions, sign up for the first and request the discount for the second. Please note that you must attend both sessions for the Alumni Discount to be applied.

Click here to request an Alumni Discount

A group discount is available for three or more people registering together for the session. Please make your request now. Grow-Lean will evaluate the request based on the number of attendees you are sending.

Click here to request a group discount.

Self-Pay Discounts are worth up to $200 off of the regular price, but, for this class, the Early-Bird Discount is even better and you don't need to request it . Make sure to select registrant type of "Early-Bird" when registering and remember that the Early-Bird is available until the expiration date, or until the maximum number of discounts are claimed, whichever comes first, so register now.

Click here to register with an Early-Bird Discount (you don't need to request it).

A limited number of Hardship Discounts are available if you are collecting unemployment from your state of residence and can provide a copy of your most recent unemployment benefit claim. We will review, and potentially approve a Hardship Discount if any are still available (request as early as possible). If you are not currently collecting state unemployment benefits please consider the Self-Pay or Early-Bird Discounts for sessions where they are available.

Click here to request a hardship discount (if you are collecting state unemployment compensation) .